47. Non-transferability of annuities

0325 Publ 6088 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

Statement of Requirement: Code § 401(g)

Sample Plan Language:

An annuity contract used to fund the Plan must be nontransferable if any person other than the trustee is the owner of the contract.

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▸Contents — 0325 Publ 6088 (PDF)

0325 Publ 6088 (PDF)

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